STA
P

Summit Trail Advisors’s Everpure Inc P Stock Holding History

Summit Trail Advisors’s Portfolio P Stock Details P Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.36M Buy
40,035
+12,444
+45% +$843K 0.03% 424
2025
Q4 		$1.85M Buy
27,591
+14,732
+115% +$1.23M 0.03% 454
2025
Q3 		$1.08M Sell
12,859
-4,710
-27% -$313K 0.01% 791
2025
Q2 		$1.01M Buy
+17,569
New +$874K 0.02% 474

Other funds holding P

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Summit Trail Advisors's P Position: Q1 2026 in Review

Summit Trail Advisors increased its Everpure Inc (P) stake by 45% in Q1 2026, buying an estimated $843K and bringing the position to 40,035 shares worth $2.36M. The position accounts for 0.03% of the portfolio, ranked #424.

Summit Trail Advisors first reported a position in P in Q2 2025 and has held it in 4 quarters since. 763 funds tracked by Wall St. Rank hold P as of Q1 2026.

  • Summit Trail Advisors held 40,035 shares of Everpure Inc worth $2.36M as of Q1 2026.
  • Summit Trail Advisors bought 12,444 Everpure Inc shares in Q1 2026, an estimated $843K.
  • Everpure Inc made up 0.03% of Summit Trail Advisors's portfolio in Q1 2026, its #424 holding.
  • Summit Trail Advisors first reported a position in Everpure Inc in Q2 2025 and has held it in 4 quarters since.
  • 763 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.